I post insights about how to benefit from the energy transition via the stock market 🌎 | "The net-zero transition will require $125T by 2050" - UNFCCC | Coatis
@ShellenbergerMD
@KamalaHarris
@elonmusk
Elon Musk is more of a realist than many of the people that support him...
He understands this is a long-term transition that will not occur over the span of a few years.
@DeItaone
Someone sounds upset valuation is starting to matter again 🤔
You can’t justify being valued based off of growth prospects when the growth stops either…
@Breaking911
Notice how they’re avoiding talking about Chinese aggression against Taiwan?
Why should Americans care about a corrupt country that isn’t even in NATO, what about Taiwan?
Good luck getting semiconductors if Taiwan goes… 🤦🏻♂️
This is surreal. Everyone in “the know” had faith this day would come. But man it feels crazy for it to actually be happening.
Congratulations to everyone holding through with $ABXX for all this time.
We just secured the RMO and ACH licenses 😵💫
Launch time 🚀
$ABXX is closing in on the launch of their exchange.
Let's review what progress the company has made, and what is left to complete before all systems are a go:
Wood Mackenzie estimates that a globalized emissions trading market (carbon credits) could be worth as much as $22 trillion by 2050
This isn't even including other solutions like carbon capture
Great for the planet, but how do we profit from this as individual investors?
1/9
The stage is set for $ABXX
- Management team with a breadth of knowledge on launching commodity/financial products
- Tailwind with increasing interest in decarbonization
- Disruptor (w moat) in an industry dominated by mature players
Market cap won't be in the millions for long
@QCompounding
This is the importance of having skin in the game...
If the management team and board doesn't have any stock, then they have little incentive to prioritize what will be the most accretive for shareholders.
$ABXX update: confirming establishment of ATM program and appointment of new directors
One of the new BOD at Abaxx Clearing being Neal Wolkoff. Prior CEO of AMEX before it merged with the NYSE. Also previously COO at NYMEX
This is not a typical microcap
$ABXX is officially the fourth full-stack commodity exchange and clearinghouse in the world.
There aren't many. We have several potential catalysts coming up soon... this is just getting started.
Notes on $ABXX investor call
Please reply with additional points of interest below, there was so much discussed on this call. I am excited to see where Abaxx is at in 6-12 months!
$ABXX developed their futures contracts in coordination with over 100 different trading firms. All of the large players in the LNG market.
Currently in the process of working through initial block trades to test systems and build liquidity on their exchange.
1) Today Abaxx publicly posted their three physically delivered LNG Contracts (link below):
1) Gulf Of Mexico FOB (4 ports)
2) Northwest Europe (18 ports)
3) North Pacific Asia (49 ports)
IMO understanding which players own the ports is critical...
"BlackRock says green premium is coming in mining"
Evy Hambro, Global Head and team leader of natural resources for BlackRock, validates the exact thesis $ABXX has in commodities
Commodities will receive a "green premium" based on how they were produced
What you can buy instead of EV and renewable energy companies to take advantage of ESG:
- Battery metals (
#copper
,
#nickel
,
#REEs
)
- Carbon capture ( $ACC, $POND)
- Carbon credits ( $KRBN, $NETZ, BASE)
- Future green exchanges ( $ABXX)
What else have you invested in?
Tier one of strategic financing in $ABXX exchange has closed (there will likely be a T2):
- $CBOE (market cap $18B)
- TLW Trading (Created by Tom Ward, founder of SandRidge and co-founder of Chesapeake)
- Traxys Lithium Investments (commodity trader with $10B in annual revenue)
#NEWS
: Abaxx Announces Closing of Strategic Financing in Abaxx Singapore
Partners include Abaxx’s first group of globally recognized strategic participants in the market infrastructure and
#commodity
ecosystems and include
@CBOE
, TLW and Traxys.
🔗
$ABXX has announced the first tranche of financing in part of a $20-35M raise at an exchange level
First tranche went to a “global market infrastructure operator,” this is likely CBOE
ABXX will still own at least 72% of the exchange by end of offering
$ABXX received another shoutout from $BHP in their economic and commodity outlook:
"We also note in this regard that entrepreneurial interest in alternative nickel pricing solutions has been growing, such as GCH's spot trading platform for the physical delivery of Class–I
$ABXX corporate updates:
- Still targeting Q1 launch
- Approved two initial clearing members
- Lithium contract has progressed to stage 2 of development
- "Project Venice" pilot for carbon markets was completed
- Work left is focused on integrating all market participants
New
#carboncredits
royalty companies looking to go public:
- Base Carbon ( $ABXX spin-out)
- Vida Carbon (Co-founded by Jamie Keech, well known to mining investors)
- Carbon Neutral Corp
Global Head of Commodities Research at Goldman Sachs, Jeff Currie, is joining $ABXX as a non-executive director
This news comes after he had retired from his position at Goldman in August. Make of that what you will
I will be investing a significant amount of my net worth on the thesis that these three companies will each be worth billions of dollars within five years
$ABXX - Commodity exchanges / tech disruptor
$BCBN - Carbon credit royalties
$ACT - Plastic recycling (video next week)
The calm before the storm:
$ABXX - Launch of exchange likely in Q1 2023
$BCBN - First revenues Q1 2023
$ACT - Plastics R2 due for completion mid-November
Portfolio update:
- 65% $ABXX
- 27% $ACT
- 8% $BCBN
Safe to say this is turning into the Abaxx show, and will continue to as long as they execute.
I have no plans of selling anything. I didn’t wait for two years just to leave when the party was getting started.
Abaxx Technologies ( $ABXX): Is It A Buy?
This video is an expansion on my last video on Abaxx, going over the various business verticals the company is pursuing.
I feel that the market needs a refresher on what the company is trying to accomplish.
I highly recommend you listen to
@Jamie_Keech
’s interview on
@MiningStockEdu
discussing
#carboncredits
He explains why this market is set to rise over the coming decade and why royalty/streaming companies are such fantastic business models.
$ABXX announces they’ve closed their financing at the Abaxx Exchange level with corporate investors.
Management has said previously the company will drop names closer to launch. This closes January 8th.
Abaxx will retain ~87% ownership in the exchange.
We have the ability to buy into a new commodity exchange providing vital infrastructure for the LNG and battery metals space…
The best part, the market cap of the stock isnt even worth the value of the exchange tech, all other upside/assets are free. Insane if successful $ABXX
Warren Buffett started out his investing career in microcaps for a reason...
He knows better than anyone that institutions don't have access to markets at these lower levels. Making it far likelier you can find significant deals
Gentlemen (and lady), it's time to eat...
Dinner has finally been served 🍴
Let's see if we can snag the RMO and ACH licenses before the end of the year 😎
@energybants
@dg_graeber
The only way they can win is by hiding information, or actively misinforming the public...
It's only a matter of time until those dark forces lose.
Uh... woah. $BCBN
- 6M carbon credits expected from Vietnam, for revenues of $30M
- 2.1M credits expected from Rwanda
- India project on track for project registration by end of 2024
- Non-dilutive revenue stream from managing investment fund for STX
Not much to say about being down 70% on $ABXX besides that it was already cheap at $200M cap
I envy people buying at $60M now…
If the exchange launches this company is worth multiple billions in a few years
Granted, we are at maximum pessimism for good reason. Results needed
@JavierBlas
When shit hits the fan…
People will do what they must to survive or sustain a level of comfort
ESG will have to influence things more slowly, or there will be backlash
“Abaxx Technologies: The Long-Term Vision”
Probably the only video on my channel that I’m going to end up rewatching several times.
Especially as we approach exchange launch. $ABXX
$BCBN Webinar Notes
- Next project likely reforestation, with offtake in place
- Focusing on proven project methodologies
- $37M in cash, will explore how to raise additional capital. Probably not dilution/debt
- Both cookstove projects ahead of schedule
- Revenue likely in 2023
Abaxx Technologies ( $ABXX): The Long-Term Vision
A reminder to investors what the ultimate goal of this company truly is (significantly more than just an LNG futures contract)
Many $ABXX investors are starting to get anxious about the exchange's launch (I get it; I've been holding for 2.5 years).
The fundamental difference between now and the past is that management is 𝐜𝐡𝐨𝐨𝐬𝐢𝐧𝐠 to hold off on launch until more FCMs are onboard.
At this point,
The beginning of $ABXX 2022 October newsletter:
The market is showing incredible interest in Abaxx and the possible futures contracts they could offer.
Many catalysts coming as we approach launch in the next six months.
$ABXX in a nutshell:
“The best companies are investing for the long-term in ways shareholders don’t fully grasp or appreciate.
It sometimes shows up as short-term underperformance as they invest in the future or go above and beyond for a customer.”
-
@iancassel
Significant LNG capacity coming online over the next decade according to Wood Mackenzie...
I don't think financially-settled futures contracts are going to cut it for this market anymore. We need a new, solidified benchmark $ABXX 🤔
Much like the previous
#uranium
,
#cannabis
,
#crypto
booms… take your pick:
There will be hundreds of companies entering the
#carboncredits
space over the coming years.
How many of those management teams will actually understand the industry? Not nearly as many.
It’s quite telling just how intricate $ABXX story and potential is when I’m trying to cut down how long this video is going to be and I can’t justify going lower than 27 minutes.
They have so much going on… I don’t know how Josh does it. Anyways, it’ll be out later today.
$ICE is reporting record volumes on environmental futures and options products
Bodes well for a new exchange focused entirely on new solutions for the energy transition $ABXX
To think randomly finding this article from
@tommyhump
on led me to $ABXX and reinventing my entire investment philosophy...
It's crazy how some of the smallest actions (reading an article) can change everything. Serendipity.
Give it 20-30 years, carbon credits will be the most valuable commodity on the planet.
Buying into the carbon credit industry right now is like entering crypto ten years ago.
It took us all of two days to get back to the pre-financing stock price...
Chances are, we see an announcement of the first futures contracts being traded in the next few weeks.
$ABXX isn't going to get any cheaper.
Imagine having the ability to own a Franco-Nevada or Wheaton PMs when they were micro-caps…
Now we can do just that, in a sector that will become one of the most valuable commodities ever
Watching for Base Carbon ( $ABXX), set to list this quarter, and Vida Carbon listing Q2
$ABXX released this filing yesterday with the SEC
$CBOE has confirmed that Abaxx is approved to uplist in the US
(We'll probably be uplisted in the next few weeks, if not sooner)
$ABXX next investor call will be on November, 22nd.
Potential events coming over the next few weeks (no guarantees any of these are announced):
- RMO approval from MAS
- Announcement of exchange partners
- Announcement of exchange launch date
Just listen to the level of impact the tiny, $2B VCMs have made already…
Millions of lives improved while global regulators twiddle their thumbs
And radical environmentalists are doing everything they can to kill it 🤦🏻♂️
At this point, let the free market handle it $ABXX $BCBN
I have a portfolio of three companies ( $ABXX, $ACT, $TCF), looking to make it four soon enough
If you showed that portfolio to a CFA they'd lose their mind. The average advice found in the financial industry leads to just that... average results
Outperformance requires risk
Notes from $BCBN Q4 investor call:
As bullish as they have ever been, even with VCM markets going soft. Profitability in 2024 with multiple projects issuing offsets.
The quality of this management team really shines when compared to other companies in the sector...
Abaxx Technologies $ABXX had a press release yesterday with great news, but the market didn't seem to agree
I think investors need to remind themselves of the long-term vision. What is Abaxx trying to accomplish?
Per $ABXX call with
@investorcubed
:
The WTI oil futures contract would have a $5-6B market cap if it was listed as an individual company
ABXX management thinks the LNG, Carbon, and Nickel contracts could reach similar valuations respectively. Meaning ABXX would be worth $15-18B
$ABXX CEO all but confirming the company has the support of Saudi Aramco
(They’re probably one of the companies who have committed to trade on the exchange)
@_riskFULL
@robert_ivanhoe
We’ve also had support from a multi-trillion dollar company. Right now we seem to be the only exchange doing this very specific development work. It’s about the team and the critical market infrastructure work, not the capitalization.
Insider buys in the portfolio:
$ACT - COO buying 14,500 shares open market
$BCBN - CFO buying 100,000 shares open market
Just waiting on news from $ABXX now :)
Abaxx Technologies $ABXX: Huge Business Update
Here is my summary of Abaxx's business update. I will be posting a video diving into Abaxx's different business verticals tomorrow.
If you're ever having doubts about $ABXX ability to launch their exchange and reach commercial success...
This is the most important info in the company's new slide deck
This management has "been there, done that". Vast experience in launching exchanges and financial products:
A big winner of the past decade:
@ICE_Markets
. A commodities specialist in 2014, ICE has expanded exponentially to reach the top tier of Young’s exchange Pyramid. Big in big data, owning the world’s
#1
bourse brand
@NYSE
, a mortgage powerhouse & of course a derivatives leviathan.